XMLV vs. WTV ETF Comparison

Comparison of PowerShares S&P MidCap Low Volatility Portfolio (XMLV) to WisdomTree U.S. Value Fund (WTV)
XMLV

PowerShares S&P MidCap Low Volatility Portfolio

XMLV Description

The PowerShares S&P MidCap Low Volatility Portfolio (Fund) is based on the S&P MidCap 400 Low Volatility Index (Index). The Fund generally will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's, consisting of 80 out of 400 medium-capitalization range securities from the S&P MidCap 400 Index with the lowest realized volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$60.85

Average Daily Volume

43,785

Number of Holdings *

79

* may have additional holdings in another (foreign) market
WTV

WisdomTree U.S. Value Fund

WTV Description WisdomTree Trust - WisdomTree U.S. Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. WisdomTree Trust - WisdomTree U.S. Value Fund was formed on February 23, 2007 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$79.95

Average Daily Volume

14,415

Number of Holdings *

162

* may have additional holdings in another (foreign) market
Performance
Period XMLV WTV
30 Days 1.39% 2.54%
60 Days 5.31% 9.59%
90 Days 11.53% 10.12%
12 Months 29.22% 35.25%
10 Overlapping Holdings
Symbol Grade Weight in XMLV Weight in WTV Overlap
INGR A 1.41% 0.29% 0.29%
MTG B 1.2% 0.59% 0.59%
MUSA D 1.04% 0.37% 0.37%
ORI B 1.39% 0.93% 0.93%
POST C 1.32% 0.91% 0.91%
PRI A 1.21% 0.56% 0.56%
SF A 1.33% 0.95% 0.95%
SNX C 1.18% 0.49% 0.49%
UNM A 1.22% 0.63% 0.63%
VOYA A 1.5% 0.76% 0.76%
XMLV Overweight 69 Positions Relative to WTV
Symbol Grade Weight
ATR A 1.69%
CW A 1.65%
SEIC B 1.56%
DTM A 1.49%
CACI A 1.45%
EHC B 1.4%
FHI C 1.4%
PNM B 1.4%
DCI B 1.38%
RGA C 1.37%
AM A 1.37%
OGE A 1.35%
THG C 1.35%
SON D 1.34%
IDA C 1.33%
GGG B 1.33%
EPR C 1.33%
GLPI A 1.32%
NWE B 1.31%
ADC B 1.31%
MDU C 1.31%
NJR C 1.3%
NNN A 1.29%
IBKR A 1.28%
GNTX D 1.28%
CHE C 1.28%
ESNT C 1.28%
AFG C 1.28%
RLI A 1.27%
HLI C 1.27%
SR C 1.27%
ACM C 1.26%
OHI C 1.26%
G A 1.24%
AMG B 1.24%
FLS A 1.24%
AMH D 1.24%
USFD C 1.23%
EGP D 1.23%
FLO D 1.22%
RPM A 1.22%
ELS D 1.21%
JEF A 1.2%
NFG A 1.19%
JHG C 1.19%
ALE A 1.18%
POR C 1.18%
OGS C 1.17%
FR C 1.17%
SBRA C 1.17%
STAG D 1.16%
BRX C 1.15%
LSTR D 1.15%
AVT C 1.14%
GEF D 1.14%
SLGN C 1.14%
MMS B 1.14%
TXRH A 1.13%
BKH C 1.13%
MSA F 1.13%
MAN D 1.09%
PPC B 1.09%
NYT A 1.08%
NEU F 1.08%
KBR C 1.08%
DLB D 1.07%
GATX F 1.05%
WTRG D 1.01%
CHRD F 0.89%
XMLV Underweight 152 Positions Relative to WTV
Symbol Grade Weight
VST A -2.64%
APP A -2.39%
XOM A -1.56%
GDDY D -1.13%
SYF B -1.12%
FOXA A -1.11%
EQH C -1.06%
BLDR B -1.04%
BK C -1.02%
RTX A -0.97%
MRO D -0.95%
MO D -0.95%
GS C -0.93%
HIG A -0.92%
MET A -0.9%
NRG A -0.89%
LMT A -0.89%
HCA B -0.89%
MPC F -0.88%
VLO F -0.87%
WSC D -0.82%
EXPD C -0.82%
EXPE B -0.82%
JBL D -0.82%
MTCH B -0.81%
PSX D -0.8%
PYPL C -0.8%
STLD B -0.8%
UTHR C -0.79%
CSL A -0.79%
CVX B -0.79%
AFL A -0.78%
TMUS A -0.77%
AMP A -0.76%
NTAP D -0.76%
ARW C -0.75%
WFC D -0.75%
UHS D -0.75%
CAT A -0.74%
PRU C -0.74%
AIG F -0.71%
BERY C -0.71%
GM D -0.71%
COP D -0.7%
AN C -0.7%
LNG A -0.7%
ADM D -0.7%
DE A -0.69%
CMCSA B -0.69%
OMC C -0.69%
C B -0.68%
EXP C -0.68%
HRB C -0.67%
CRBG C -0.65%
DD B -0.65%
BBY B -0.64%
CI D -0.64%
OXY F -0.64%
EBAY A -0.64%
MS B -0.64%
VTRS D -0.62%
FIS C -0.62%
PFG C -0.62%
KMI A -0.62%
TXT F -0.61%
JXN A -0.61%
MNST D -0.6%
BKNG C -0.59%
DVN F -0.58%
KHC D -0.58%
CSX D -0.57%
MTN D -0.57%
EMN C -0.56%
FANG D -0.56%
BBWI F -0.55%
LOW A -0.55%
IPG C -0.54%
GIS C -0.54%
KDP C -0.53%
CIEN A -0.53%
MCK F -0.53%
OVV F -0.52%
TOL A -0.52%
HOLX D -0.52%
SAIC A -0.51%
TAP D -0.51%
TROW D -0.51%
EOG B -0.51%
RJF B -0.5%
GL C -0.5%
NOC B -0.49%
CSCO A -0.48%
MAR B -0.46%
LEA F -0.46%
PAYC D -0.46%
DBX B -0.45%
BKR B -0.45%
NTRS C -0.44%
NVR A -0.44%
CPAY A -0.44%
AIZ A -0.43%
SYY B -0.42%
EXEL B -0.42%
WCC C -0.42%
RL B -0.41%
DKS D -0.41%
ITW A -0.4%
HPQ C -0.4%
MDLZ C -0.39%
HST D -0.39%
H C -0.39%
NUE D -0.39%
DVA C -0.38%
BWA B -0.37%
RS D -0.37%
BAC D -0.37%
HON C -0.36%
PHM A -0.36%
AOS B -0.35%
DOCS A -0.35%
TMHC C -0.35%
WYNN B -0.35%
WEX C -0.35%
SPG A -0.35%
HAL F -0.35%
MCD A -0.34%
HLT A -0.34%
SCI C -0.34%
BLD C -0.33%
CHWY C -0.33%
AZO D -0.32%
OTIS A -0.32%
GPN F -0.31%
CAH B -0.31%
RHI D -0.31%
TWLO B -0.31%
MAS A -0.31%
LVS B -0.31%
CROX C -0.3%
JPM D -0.3%
AXP A -0.29%
GPK C -0.29%
FDX D -0.29%
CNC F -0.29%
THC C -0.29%
TRGP B -0.28%
HSY D -0.27%
NKE D -0.27%
DRI C -0.25%
VRSN B -0.25%
KMB B -0.25%
ULTA D -0.19%
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